Use project, task and reminder links where exposed
Open core CRM records linked from real-estate workflows.
Where to goAdmin Area → relevant property/request/contract/invoice
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Open core CRM records linked from real-estate workflows.
- Do not assume a link grants permission to the target record.
- Generate, preview or save the required output and inspect its actual result.
Fields, rules and limits
- Do not assume a link grants permission to the target record.
Check it worked
The actual output belongs to the intended workspace and source record.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Do not assume a link grants permission to the target record.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.